MA
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Mutual Advisors’s Primerica PRI Stock Holding History

Mutual Advisors’s Portfolio PRI Stock Details PRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$612K Buy
2,444
+45
+2% +$11.6K 0.01% 787
2025
Q4 		$620K Buy
2,399
+19
+0.8% +$4.96K 0.01% 770
2025
Q3 		$630K Buy
2,380
+189
+9% +$50.7K 0.01% 746
2025
Q2 		$582K Buy
2,191
+646
+42% +$171K 0.01% 713
2025
Q1 		$404K Buy
1,545
+151
+11% +$43K 0.01% 800
2024
Q4 		$402K Buy
1,394
+136
+11% +$38.6K 0.01% 785
2024
Q3 		$351K Buy
1,258
+69
+6% +$17.4K 0.01% 831
2024
Q2 		$297K Buy
1,189
+115
+11% +$26.1K 0.01% 894
2024
Q1 		$272K Buy
1,074
+75
+8% +$17.7K 0.01% 905
2023
Q4 		$206K Buy
+999
New +$204K 0.01% 959

Other funds holding PRI

Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return